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Sponsor portfolio

KIRA EPSTEIN, LLC

EIN 27-4187755-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
3201 NEW MEXICO AVE NW, #220 - WASHINGTON, DC 20016240-889-8577
Plans on this EIN
2 filings
#001401k-$1.7M - 2 part#002CashBalance-$727K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EPSTEIN, LLC 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EPSTEIN, LLC 401(K) (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KIRA EPSTEIN, LLC 401(K) PLAN

401k

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KIRA EPSTEIN, LLC CASH BALANCE PLAN

CashBalance

Assets$727K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KIRA EPSTEIN, LLC 401(K) PLAN401k$1.7M22024
002KIRA EPSTEIN, LLC CASH BALANCE PLANCashBalance$727K22024
Retirement plans
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